MONTANA IRONWORKERS JOINT APPRENTICE TRAINING TRUST

EIN: 816034684

POCATELLO, ID

Total Revenue
$287,466
Total Expenses
$196,104
Total Assets
$437,348
Net Assets
$435,173
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
MT
Principal Officer
JIM WONNACOTT
Phone
2082324873
Tax Period
2019-07-01 to 2020-06-30

MONTANA IRONWORKERS JOINT APPRENTICE TRAINING TRUST, founded in 1971, is a small nonprofit that reported $287K in total revenue in fiscal year 2019. The organization ran a surplus of $91K, a strong 32% operating margin.

Mission

TO PROMOTE EMPLOYMENT GOALS FOR IRON WORKERS BY PROVIDING TRAINING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $262,396
Program Service Revenue $0
Investment Income $8,000
Other Revenue $17,070
TOTAL REVENUE $287,466

Expense Breakdown

Grants Paid $0
Salaries & Benefits $109,470
Fundraising Expenses $0
Other Expenses $86,634
TOTAL EXPENSES $196,104

Year-over-Year Comparison

2019 2018 Change
Revenue $287,466 $267,318 +0.1%
Expenses $196,104 $190,957 +0.0%
Net Income $91,362 $76,361 +0.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
3
Employees
6
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$52,974
Total Directors
5
$17,838
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN MCLEAN E-BOARD TRUS N/A
Director
$0 $0 $0
BRIAN RIGGS E-BOARD TRUS N/A
Director
$0 $0 $0
DICK DEVRIES SECRETARY N/A
Director
$0 $0 $0
LONZO WEST CHAIRMAN N/A
Director
$0 $0 $0
JIM WONNACOTT E-BOARD TRUS 10.00
Officer Director
$17,838 $0 $17,838
TRAVIS WOOLSEY COORDINATOR 20.00
Officer
$35,136 $0 $35,136
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2020 $287,466 $196,104 $437,348 $91,362
2019 $267,318 $190,957 $348,679 $76,361
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